Carl Allen Valimont
Investment Adviser Representative at DENALI WEALTH MANAGEMENT, INC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Carl Allen Valimont has worked in the securities industry since 2000. They are registered to provide investment advisory services in Wisconsin.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $500,000 (Equity/Balanced) | 1.25% |
| Next $1,500,000 (Equity/Balanced) | 1.00% |
| Next $3,000,000 (Equity/Balanced) | 0.85% |
| Over $5,000,000 (Equity/Balanced) | 0.65% |
| First $500,000 (Fixed Income) | 0.40% |
| Next $1,500,000 (Fixed Income) | 0.35% |
| Next $3,000,000 (Fixed Income) | 0.30% |
| Over $5,000,000 (Fixed Income) | 0.25% |
Denali Wealth Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carl Allen Valimont has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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